Investment Test Drive

VCORX Vanguard Core Bond Investor

15 lower fee alternatives found

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Fund VCORX Vanguard Core Bond Investor SCHZ Schwab US Aggregate Bond ETF™ IUSB iShares Core Total USD Bond Market  
Similarity
?
100% 97% 95%
Annual Fees
?
$25.52
(0.25% Exp. Ratio)
$4.08
(0.04% Exp. Ratio)
$8.17
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$17,255.77 $18,379.54 $18,160.17
Est. savings over 30 yrs +$1,123.77 +$904.40
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.49%
3 YR 2.98%
5 YR 2.11%
10 YR --
1 YR RETURN 3.78%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide total return while generating a moderate level of current income. The fund invests in fixed income securities of various maturities, yields, and qualities. Under normal circumstances, the fund will invest at least 80% of its assets in bonds, which include fixed income securities such as corporate bonds, U.S. Treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-backed and mortgage-related securities. The fund's dollar average weighted maturity will normally range between 4 and 12 years, and may either be longer or shorter under certain market conditions.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Universal Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The index measures the performance of U.S. dollar-denominated taxable bonds that are rated either investment-grade or high yield.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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